Junior Research Analyst at Old Mutual

Job Description

• Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.
• This role is accountable for research & analysis and investment recommendations across asset classes.
• The incumbent is individually accountable for achieving results through own efforts.

Key Responsibilities:

• Researches, analyses and monitors asset managers and strategies.
• Makes recommendations for the selection of investment decisions based on the research process.
• Produce high quality research and insights reports on investment solutions.
• Produce fund peer group analysis output with quality insights (e.g. quarterly screening, manager flags, report back preparation, fiduciary updates).
• Act as key points of access and communication between external fund managers and Symmetry.
• Assist in collecting and transforming relevant information relating to funds, fund managers, market trends, etc.
• Keep the Symmetry team abreast of important market events related to funds and fund managers
• Effectively communicate manager research findings to broader team
• These responsibilities offer an overview and a general outline of the role and are not exhaustive.

Qualifications and Experience required:

• Bachelor’s degree in finance, Economics, or a related field.
• CFA candidate or charterholder, or similar.
• 2 - 7 years of relevant experience
• Relevant knowledge of the industry and fund managers
• Demonstrate strong quantitative and analysis skills

Skills

• Accounting
• Action Planning 
• Analytical Thinking
• Budget Management
• Client Management
• Computer Literacy
• Data Classification
• Data Compilation
• Data Controls
• Data Modeling
• Document Management
• Evaluating Information
• Oral Communications
• Policies & Procedures

Competencies

• Business Insight
• Collaborates
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

Education

• NQF Level 6 - Diploma, Advance or Occupational Certificate or equivalent

Closing Date

• 20 July 2025